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Medallion Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Medallion Wealth Advisors’s Portfolio QTEC Stock Details QTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.32K Hold
20
– – ﹤0.01% 902
2025
Q4 		$4.6K Hold
20
– – ﹤0.01% 873
2025
Q3 		$4.59K Buy
+20
New +$4.33K ﹤0.01% 866

Other funds holding QTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's QTEC Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q1 2026 at 20 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Medallion Wealth Advisors first reported a position in QTEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.6K in Q4 2025. 362 funds tracked by Wall St. Rank hold QTEC as of Q1 2026.

  • Medallion Wealth Advisors held 20 shares of First Trust NASDAQ-100 Technology Index Fund worth $4.32K as of Q1 2026.
  • Medallion Wealth Advisors left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q1 2026.
  • First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #902 holding.
  • Medallion Wealth Advisors first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's First Trust NASDAQ-100 Technology Index Fund position peaked at $4.6K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.